FVILX Mutual Fund
FVILX Mutual Fund
NAV$6.33
AUM$464,044.83
TER1.01%
Holdings40
See how much of FVILX you already own
FVILX Mutual Fund
NAV$6.33
Forester Value Fund I - Share
AUM$464,044.83
TER1.01%
Holdings40
See how much of FVILX you already own
FVILX Mutual Fund Overlap Analysis
FVILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, FVILX may share significant positions with broad-market funds.
FVILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVILX tax-loss harvesting finds highly correlated but non-identical funds.